Filed: 2/12/2025ACC: 0001104659-25-011722
📋 What this filing means
NEUMEIER POMA INVESTMENT COUNSEL LLC filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$1.03B
Total AUM (reported)
15.64M
Total Shares
Allocation by class
COM$935.88M90.7%
SHS$45.31M4.4%
ORD SHS$23.68M2.3%
COM SHS$17.09M1.7%
SPONSORED ADR$9.82M1.0%
Portfolio Concentration
Top 3$134.51M13.0%
4–10$257.12M24.9%
11–25$389.97M37.8%
Rest$250.18M24.2%
Top 3 weight
13.0%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 15.64M
Sole
Full voting authority
9.50M
shares
% of voting shares60.7%
Shared
Joint voting authority
2.21M
shares
% of voting shares14.1%
None
No voting authority
3.93M
shares
% of voting shares25.1%
Investment Discretion (by position count)
Sole43
Shared0
Other0
Dominant voting typeSole · 60.7% of voting shares
Institutional Holdings43
Rows:
Exlservice Holdings Inc.
SOLEShares1.04M
TypeSH
Market value$46.08M
4.47%
Sole
626.92K
Shared
151.90K
None
259.57K
OSI Systems Inc.
SOLEShares270.34K
TypeSH
Market value$45.26M
4.39%
Sole
168.46K
Shared
36.59K
None
65.29K
Dycom Industries Inc.
SOLEShares247.96K
TypeSH
Market value$43.16M
4.18%
Sole
153.46K
Shared
33.13K
None
61.36K
Interdigital Inc.
SOLEShares217.44K
TypeSH
Market value$42.12M
4.08%
Sole
132.45K
Shared
28.91K
None
56.09K
Limbach Holdings Inc.
SOLEShares461.82K
TypeSH
Market value$39.50M
3.83%
Sole
282.38K
Shared
62.99K
None
116.45K
CBIZ Inc.
SOLEShares456.06K
TypeSH
Market value$37.32M
3.62%
Sole
281.39K
Shared
60.90K
None
113.78K
Adtalem Global Education Inc.
SOLEShares405.53K
TypeSH
Market value$36.84M
3.57%
Sole
247.34K
Shared
55.76K
None
102.43K
UMB Financial Corp.
SOLEShares313.12K
TypeSH
Market value$35.34M
3.43%
Sole
186.62K
Shared
45.92K
None
80.58K
Tower Semiconductor LTD.
SOLEShares641.32K
TypeSH
Market value$33.03M
3.20%
Sole
395.42K
Shared
81.91K
None
163.99K
Primo Brands Corp.
SOLEShares1.07M
TypeSH
Market value$32.96M
3.19%
Sole
648.91K
Shared
155.53K
None
266.73K
Lakeland Financial Corp.
SOLEShares476.11K
TypeSH
Market value$32.74M
3.17%
Sole
280.19K
Shared
71.16K
None
124.76K
Champion Homes Inc.
SOLEShares356.62K
TypeSH
Market value$31.42M
3.05%
Sole
221.38K
Shared
50.48K
None
84.76K
Comfort Systems USA Inc.
SOLEShares73.53K
TypeSH
Market value$31.18M
3.02%
Sole
46.11K
Shared
10.16K
None
17.26K
Federal Signal Corp.
SOLEShares327.70K
TypeSH
Market value$30.28M
2.93%
Sole
204.89K
Shared
43.80K
None
79.01K
Huron Consulting Group Inc.
SOLEShares242.56K
TypeSH
Market value$30.14M
2.92%
Sole
145.66K
Shared
34.39K
None
62.51K
Celestica Inc.
SOLEShares306.26K
TypeSH
Market value$28.27M
2.74%
Sole
186.66K
Shared
42.81K
None
76.79K
Tetra Tech Inc.
SOLEShares703.84K
TypeSH
Market value$28.04M
2.72%
Sole
424.37K
Shared
99.25K
None
180.22K
Everus Construction Group Inc.
SOLEShares372.94K
TypeSH
Market value$24.52M
2.38%
Sole
225.57K
Shared
52.26K
None
95.11K
ICF International Inc.
SOLEShares199.51K
TypeSH
Market value$23.78M
2.31%
Sole
118.08K
Shared
29.45K
None
51.97K
Tecnoglass Inc.
SOLEShares298.55K
TypeSH
Market value$23.68M
2.30%
Sole
179.93K
Shared
41.77K
None
76.85K
McGrath RentCorp
SOLEShares204.81K
TypeSH
Market value$22.90M
2.22%
Sole
124.25K
Shared
27.80K
None
52.76K
Korn Ferry
SOLEShares326.79K
TypeSH
Market value$22.04M
2.14%
Sole
199.19K
Shared
45.52K
None
82.09K
Modine Manufacturing Co.
SOLEShares179.43K
TypeSH
Market value$20.80M
2.02%
Sole
109.76K
Shared
24.16K
None
45.52K
Donnelley Financial Solutions Inc.
SOLEShares323.08K
TypeSH
Market value$20.27M
1.96%
Sole
193.85K
Shared
47.81K
None
81.42K
Atlantic Union Bankshares Corp.
SOLEShares525.52K
TypeSH
Market value$19.91M
1.93%
Sole
311.18K
Shared
74.96K
None
139.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Exlservice Holdings Inc.SOLE | COM | 1.04M | SH | $46.08M 4.47% | 626.92K | 151.90K | 259.57K |
OSI Systems Inc.SOLE | COM | 270.34K | SH | $45.26M 4.39% | 168.46K | 36.59K | 65.29K |
Dycom Industries Inc.SOLE | COM | 247.96K | SH | $43.16M 4.18% | 153.46K | 33.13K | 61.36K |
Interdigital Inc.SOLE | COM | 217.44K | SH | $42.12M 4.08% | 132.45K | 28.91K | 56.09K |
Limbach Holdings Inc.SOLE | COM | 461.82K | SH | $39.50M 3.83% | 282.38K | 62.99K | 116.45K |
CBIZ Inc.SOLE | COM | 456.06K | SH | $37.32M 3.62% | 281.39K | 60.90K | 113.78K |
Adtalem Global Education Inc.SOLE | COM | 405.53K | SH | $36.84M 3.57% | 247.34K | 55.76K | 102.43K |
UMB Financial Corp.SOLE | COM | 313.12K | SH | $35.34M 3.43% | 186.62K | 45.92K | 80.58K |
Tower Semiconductor LTD.SOLE | SHS | 641.32K | SH | $33.03M 3.20% | 395.42K | 81.91K | 163.99K |
Primo Brands Corp.SOLE | COM | 1.07M | SH | $32.96M 3.19% | 648.91K | 155.53K | 266.73K |
Lakeland Financial Corp.SOLE | COM | 476.11K | SH | $32.74M 3.17% | 280.19K | 71.16K | 124.76K |
Champion Homes Inc.SOLE | COM | 356.62K | SH | $31.42M 3.05% | 221.38K | 50.48K | 84.76K |
Comfort Systems USA Inc.SOLE | COM | 73.53K | SH | $31.18M 3.02% | 46.11K | 10.16K | 17.26K |
Federal Signal Corp.SOLE | COM | 327.70K | SH | $30.28M 2.93% | 204.89K | 43.80K | 79.01K |
Huron Consulting Group Inc.SOLE | COM | 242.56K | SH | $30.14M 2.92% | 145.66K | 34.39K | 62.51K |
Celestica Inc.SOLE | COM | 306.26K | SH | $28.27M 2.74% | 186.66K | 42.81K | 76.79K |
Tetra Tech Inc.SOLE | COM | 703.84K | SH | $28.04M 2.72% | 424.37K | 99.25K | 180.22K |
Everus Construction Group Inc.SOLE | COM | 372.94K | SH | $24.52M 2.38% | 225.57K | 52.26K | 95.11K |
ICF International Inc.SOLE | COM | 199.51K | SH | $23.78M 2.31% | 118.08K | 29.45K | 51.97K |
Tecnoglass Inc.SOLE | ORD SHS | 298.55K | SH | $23.68M 2.30% | 179.93K | 41.77K | 76.85K |
McGrath RentCorpSOLE | COM | 204.81K | SH | $22.90M 2.22% | 124.25K | 27.80K | 52.76K |
Korn FerrySOLE | COM | 326.79K | SH | $22.04M 2.14% | 199.19K | 45.52K | 82.09K |
Modine Manufacturing Co.SOLE | COM | 179.43K | SH | $20.80M 2.02% | 109.76K | 24.16K | 45.52K |
Donnelley Financial Solutions Inc.SOLE | COM | 323.08K | SH | $20.27M 1.96% | 193.85K | 47.81K | 81.42K |
Atlantic Union Bankshares Corp.SOLE | COM | 525.52K | SH | $19.91M 1.93% | 311.18K | 74.96K | 139.38K |
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